Planning meeting checklist

Having a checklist for planning meetings is like having a handy to-do list for an important event. It keeps things organised and ensures everything important is remembered.  You can clarify your goals, share your needs, and set clear expectations with a checklist. It makes it easier to say what you want to achieve, share what you need, and ensure everyone knows what to expect. It ensures you feel prepared and confident to have a successful meeting.

This checklist will help you feel confident going into your planning meeting!

Dream Big:

•  Start by thinking about what you want to achieve with NDIS support. What are your goals, and what do you need?

Paperwork Patrol: 

• Gather all those papers! Collect any medical reports, assessments, or documents that show what you need because of your disability.

Plan Check:

•  If you already have an NDIS plan, take a peek at it. It's like checking your map to see where you're headed.

Your Support Team: 

• Who's got your back? Write down all the help you get from family, friends, and your community. These are your "cheerleaders."

Identify the barriers: 

• Think about any hurdles in your daily life because of your disability. What makes things tricky?

Money Matters: 

• Plan out your budget. How much money do you need to reach your goals and overcome those hurdles?

Service Detective: 

• Time to do some detective work! Look for NDIS-registered service providers nearby who can help you reach your goals.

Ask Away: 

• Write down all your burning questions about the NDIS process, the services, or your plan. No question is too small.

Bring support: 

• It's like having a buddy on an adventure. Think about bringing a trusted friend, family member, or someone who's always on your side to the meeting.

Time's Ticking: 

• Set a timeline for your goals. Do you have any goals that need to happen sooner rather than later?

Speak Your Way: 

• Be ready to talk about how you like to communicate and if you need extra help during the meeting, like an interpreter or a special communication device.

Your Advocate: 

• Be ready to speak up for yourself and what you need. You're your best advocate!

Plan Review: 

• If you already have a plan, chat about it with your planner. What's working well, and what could use a little tweak?

Clear as Crystal: 

• During the meeting, clearly explain your goals, needs, and what you expect.

Note-Taking Ninja: 

• Bring something to take notes with during the meeting so you can remember what's talked about.

Keep Copies: 

• Don't forget to ask for a copy of your NDIS plan and any papers they give you during the meeting.

Challenge Accepted:

•  If there's something you disagree with, find out how to challenge it. It's like pressing the "rethink" button.

What's Next? 

• Figure out how you'll get updates on your plan and what steps you need to take next.

Stay in the Loop:

•  Stay in the know about NDIS rules and any changes that might affect your plan. It's like staying up to date with the latest news.

Speak Up: 

• If something feels wrong with your NDIS experience, know how to share your thoughts or raise concerns. Your voice matters!